2019-06-04T11:30:12-05:00 2018-07-31 350921680 Crowe LLP 175 POWDER FOREST DRIVE SIMSBURY CT 060897902 990 2017-08-01 060844353 UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS FOOD HEALTH & WELFARE FUND 919 8606778118 6 HYDE ROAD 2ND FLOOR FARMINGTON CT 060322830 Mark A Espinosa Chairman/Trustee 2019-06-04 true Kristin Anderson P01231300 8606789200 2017 2019-02-21 02:37:17Z ROGER BARRETTE 6 HYDE ROAD 2ND FLOOR FARMINGTON CT 060322830 31004611 false X N/A X 1967 CT PROVIDING ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH EMPLOYEE HEALTH AND WELFARE BENEFITS. 4 4 349 5 0 0 0 0 30108235 30906163 74099 98448 0 0 30182334 31004611 0 0 29135851 30074563 369670 333581 0 0 0 551662 517852 30057183 30925996 125151 78615 6867850 6991670 3278690 3780153 3589160 3211517 PROVIDING ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH VARIOUS EMPLOYEE WELFARE BENEFITS, INCLUDING HEALTH, HOSPITALIZATION, DENTAL, PRESCRIPTION, OPTICAL, DISABILITY AND LIFE. false false THE FUND PROVIDES ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH EMPLOYEE WELFARE BENEFITS, INCLUDING HEALTH, HOSPITALIZATION, DENTAL, OPTICAL, PRESCRIPTION, DISABILITY AND LIFE INSURANCE COVERAGE. 0 false false false false false false false false false true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 0 0 349 true false false false false false false X 4 4 true false false false true true false true false false false true true false true true true true false false X X ROGER BARRETTE 8606778118 6 HYDE ROAD 2ND FLOOR FARMINGTON CT 060322830 Mark A Espinosa CHAIRMAN/TRUSTEE 3.0 0.0 X X 0 0 0 Jason Paradis SECRETARY/TRUSTEE 3.0 0.0 X X 0 0 0 Joel A Boone Trustee (UNTIL MARCH 2018) 3.0 0.0 X 0 0 0 James R Wallace JR Trustee 3.0 0.0 X 0 0 0 Bob Spinella Trustee (As of March 2018) 3.0 0.0 X 0 0 0 Roger Barrette Fund Office Manager 28.0 12.0 X 119222 39741 9964 119222 39741 9964 1 false true false S & S HEALTHCARE STRATEGIES 1385 KEMPER MEADOW DRIVE CINCINNATI OH 45240 CLAIMS ADMINISTRATION 595771 Cigna (CHLIC) PO BOX 644546 Pittsburgh PA 152644546 CLAIMS ADMINISTRATION 398618 AETNA INC 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS ADMINISTRATION 219535 SEGAL CO 30 WATERSIDE DRIVE SUITE 300 FARMINGTON CT 06032 ACTUARIAL SERVICES 163845 EYEMED VISION CARE 4000 LUXOTTICA PLACE MASON OH 45040 VISION CARE 154448 6 0 EMPLOYER CONTRIBUTIONS 525100 28886340 28886340 EMPLOYEE CONTRIBUTIONS 525100 2019823 2019823 0 0 0 0 30906163 98448 98448 0 0 0 0 0 0 0 0 0 31004611 30906163 0 98448 30074563 30074563 155438 155438 123250 123250 33992 33992 20901 20901 81000 81000 32495 32495 2500 2500 192813 0 192813 0 83604 83604 31586 31586 34321 34321 26363 26363 28788 28788 DUES & SUBSCRIPTIONS 2500 2500 REPAIRS & MAINTENANCE 766 766 MISCELLANEOUS EXPENSES 1116 1116 0 0 0 0 30925996 30074563 851433 0 33219 23843 1906191 1937407 0 0 0 41504 39233 0 0 0 0 4886936 4991187 0 0 0 6867850 6991670 439546 438631 0 2839144 3341522 3278690 3780153 X 3589160 3211517 3589160 3211517 6867850 6991670 X 78615 46120 -502378 X false true X true false VANGUARD-500 INDEX SIGNAL 850449 F BAIRD FUNDS-SHORT TERM BOND INSTITUTIONAL 3474202 F FEDERATED GOVERNMENT OBLIGATIONS FUND 666536 F 4991187 ESTIMATED CLAIMS INCURRED BUT NOT REPORTED 3141522 DEPOSIT FROM STOP & SHOP 200000 3341522 X 31048231 46120 0 46120 31002111 2500 0 2500 31004611 30923496 0 0 30923496 2500 0 2500 30925996 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote GAAP requires plan management to evaluate uncertain tax positions taken by the Plan. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the IRS. The plan administrator has analyzed the tax positions taken by the Plan and has concluded that as of July 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken. The Plan has recognized no interest or penalties related to uncertain tax positions. The Plan is subject to routine audits by taxing jurisdictions. However, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to tax examinations for years prior to 2015. X X false false false Roger Barrette Fund Office Manager 119222 39741 0 0 0 0 1560 520 0 7884 120782 48145 0 0 Schedule J, Part I, Line 3 THE COMPENSATION FOR THE FUND OFFICE MANAGER IS REVIEWED ANNUALLY BY THE BOARD, TAKING INTO ACCOUNT SALARY SURVEYS AND OTHER COMPARABLE FUND OFFICE MANAGER SALARY LEVELS, AS PROVIDED BY SEGAL COMPANY. THE BOARD IS REQUIRED TO APPROVE ANY CHANGES TO THE FUND OFFICE MANAGER'S SALARY. Form 990, Part V, Line 2a PART V, LINE 2A THE ORGANIZATION REIMBURSES A RELATED TAX-EXEMPT PENSION FUND FOR THE SERVICES OF CERTAIN EMPLOYEES WHO PROVIDE SERVICES TO THE ORGANIZATION. THESE EMPLOYEES ARE INCLUDED ON FORMS W-2 AND FORM W-3 ISSUED BY THE RELATED PENSION FUND. ALTHOUGH A PORTION OF THE SALARIES OF THESE EMPLOYEES IS CHARGED TO THE ORGANIZATION, THE ORGANIZATION DOES NOT ISSUE FORMS W-2 TO ANY EMPLOYEE. HOWEVER, THE ORGANIZATION DOES ISSUE FORMS W-2 TO THE RECIPIENTS OF SHORT-TERM (TEMPORARY) DISABILITY INCOME PAYABLE TO ELIGIBLE COLLECTIVELY BARGAINED EMPLOYEES OF PARTICIPATING EMPLOYERS. The total number of FORMS W-2 issued to disability recipients for 2017 is 349. Form 990, Part VI, Line 15b Process for establishing compensation for other officials The organization does compensate any other officers or key employees. As such this line is not applicable and has been intentionally checked "no" in accordance with the instructions. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons MARK A. ESPINOSA, JAMES R. WALLACE, JR., AND MICHAEL CALDERON ARE OFFICERS OF THE UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 919, WHICH IS A SPONSORING ORGANIZATION FOR THE UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD HEALTH & WELFARE FUND. - Business relationship, Joel Boone and Bob Spinella are employees of Stop & Shop, which is an employer sponser for UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD HEALTH & WELFARE FUND. - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders AS A SPONSORING ORGANIZATION, THE UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 919 HAS THE AUTHORITY TO APPOINT TWO TRUSTEES AND ONE OR MORE ALTERNATE TRUSTEES TO THE ORGANIZATION'S BOARD. SIMILARLY, AS A SPONSORING ORGANIZATION AND A PARTICIPATING EMPLOYER, THE STOP & SHOP SUPERMARKET COMPANY HAS THE AUTHORITY TO APPOINT TWO TRUSTEES AND ONE OR MORE ALTERNATE TRUSTEES TO THE ORGANIZATION'S BOARD. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See the explanation for Part VI, Line 6. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The organization does not delegate broad authority of the governing body to an executive committee or similar committee. As such, this question is not applicable and has been checked "no" in accordance with the instructions. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS REVIEWED BY THE FULL BOARD, APPROVED AND ACCEPTED AT THE BOARD MEETING SUBSEQUENT TO THE PREPARATION OF THE RETURN. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD REQUIRES ALL TRUSTEES TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ANY POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE BOARD FOR DISCUSSION AND RESOLUTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION FOR THE FUND OFFICE MANAGER IS DETERMINED ANNUALLY BY TAKING INTO ACCOUNT PERFORMANCE AND CONTEMPORANEOUS MARKET DATA FOR SIMILAR POSITIONS AND LEVELS OF RESPONSIBILITY. This process was last completed in January 2017, and was determined that his compensation would not be increased or decreased for the next two years. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE FUND OFFICE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGES DURING THE YEAR ATTRIBUTABLE TO HEALTH BENEFIT OBLIGATIONS - -502378; UFCW UNION LOCAL 919 & CONTRIBUTING EMPLOYERS FOOD PENSION FUND 6 Hyde Rd 2nd Floor Farmington CT 060322830 061065206 Multiemployer Pension Plan CT 501(a) NA false STOP AND SHOP COMPANIES INC N/A false false false false false false false false false false false false false false true true false false true UFCW LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND O 333581 ACTUAL CASH PAID UFCW LOCAL 919 & CONTRIBUTING EMPLOYERS' FOOD PENSION FUND P 153033 ACTUAL CASH PAID Schedule R, Part V Transactions with Related Organizations THE ORGANIZATION SHARES CERTAIN ADMINISTRATIVE COSTS SUCH AS PAYROLL, PAYROLL TAXES, ACCOUNTING, LEGAL AND CERTAIN OTHER EXPENSES WITH RELATED MULTIEMPLOYER PENSION FUND ORGANIZATIONS OCCUPYING THE SAME OFFICE SPACE AND UTILIZING THE SAME OFFICE PERSONNEL. SUCH COSTS ARE ALLOCATED TO EACH ORGANIZATION IN PROPORTION TO ESTIMATED USE AND PERSONNEL TIME EXPENDED. THE TOTAL AMOUNT OF SHARED EXPENSES ALLOCATED TO THE ORGANIZATION FOR THE YEAR ENDED JULY 31, 2018 WAS $486,614.